Fin

Is there a way to automatically send a Slack notification whenever a new lead is captured in Intercom? (read more) I’d like my team to receive real-time alerts in a designated Slack channel whenever someone submits a form or starts a new conversation. Are there any built-in integrations or best-practice workflows to set this up?

Hi everyone,I noticed that Fin now displays article references as small numbers at the end of a sentence, which customers have to hover over and click to access the linked help center article. Our team really doesn’t like this change. We want to make sure customers can easily see and select the full help center article that answers their question.Is there a way to turn this feature off so that the full article title appears as a clickable hyperlink in the conversation, or so the source is clearly listed at the bottom of the chat like it was previously?Most of our customers access Fin through mobile and are Gen X and Boomers, so we’re concerned they won’t realize they need to click the small reference number to get the information they need.Any help would be greatly appreciated!

Hi Intercom Community,I’m exploring how to integrate Fin AI Agent into custom workflows for a small business to automate customer support. Any tips for setting this up efficiently?Details:Setup: Small business owner, using Intercom’s Inbox and Fin AI Agent on a WordPress site (2025). Handling ~100 customer queries weekly. Context: Following Intercom’s Fin setup guide, I’ve enabled Fin to answer FAQs, but want to tailor it for custom workflows (e.g., escalating complex queries to team, triggering follow-ups). Steps Tried: Configured Fin to pull from help center articles. Set up basic rules to route unresolved queries to the Inbox. Tested custom attributes for user segmentation, but struggling with seamless workflow integration. Goal: Automate 50% of queries with Fin while ensuring smooth handoffs to human agents for complex issues.Questions:What strategies do you use to integrate Fin with custom workflows? How do you configure rules or attributes to balance automation and human suppo

Our platform includes a large hotel inventory that expands on a daily basis.Is there a way for Fin to receive a request for a certain hotel (e.g. Atlanta Marriott Suites Midtown) to be added to our platform’s inventory, find that hotel’s information through a third-party search, and create that hotel profile inside our platform?TIA!

Hey everyone,I’m Prakash Hinduja from Geneva, Switzerland (Swiss), looking to set up multi-language support in Intercom for my website and customer service channels. I want to ensure that my international customers have a seamless experience, but I’m not entirely sure how to manage automated replies and live conversations in different languages. RegardsPrakash Hinduja Geneva, Switzerland (Swiss) 

We are looking to utilize FIN in creating hotel profiles on our platform. This would require FIN to pull certain information from external sources and use that information to create content on our platform. Are these features that FIN offers? TIA!

Sometimes, Fin has difficulties reading all of the information from a PDF file for it’s knowledge base. This could be because of formatting, background images, or a host of other reasons. Instead of trying to figure out the issue with the file, simply do this:Click anywhere on the PDF > right click > Select All > right click > CopyGo to your favorite AI bot, like ChatGPT, and say “Please format this so it’s readable” (Always be polite to our AI friends!) and then paste in the text blobThe bot will give you a perfectly formatted text response backSimply copy that response > paste that into a blank document > Save as PDF and upload that to FinNow Fin should have no problems reading the document 🙂

When users have identified that the content served up by Fin or Copilot is outdated or incorrect, how can the user tag that information for review/update? Instead of using a third party form of sorts, I’d like it to just be attached to the conversation and get a link to edit the content that it was pulled from. 

Our github repo used to sync. Now it fails to sync and displays the above message. Has anyone encountered this?

How are you handling people who perpetually skip Fin by starting conversations with “Talk to a person” or similar phrases? We have a lot of questions that could be answered by Fin but customers aren’t interacting with the bot. Have you found any ways to increase interactions with Fin? Maybe a guidance? I’ve tried the “ask for more information before handover” in our Workflow, but that hasn’t helped

My org would like to explore getting Fin in front of calls/emails. What resources should I consume before surfacing a request for consultation on our specific use case? Is it trustworthy? What are the hallucination implications? 

Hi!I want to design a system where any employee can ask Fin questions and get answers based on our internal resources and customers can ask questions and get answers based on what’s in our help center. One idea was creating two help centers (one for employees and one for users) but looks like Fin can only be trained on one help center. Anyone have success with creating a system that uses Fin trained on two different knowledge bases to answer questions? Or other general thoughts about how to go about this? We use confluence for our internal resources and have a help center that we directly edit for customer questions. Also don’t want to add every single employee as an intercom user 

Hi, I am wondering how users that have multiple products manage their Help Center when using the Related Articles feature.Because of the way the AI works, the product name has to be referenced in the title of the article to have that article pull up in the Related Articles table.For example, the breadcrumbs will look like this:[Product Category] > [Product Name] > User Guide > [Product Name Feature X]How are others titling their articles to avoid redundancy? I would like to avoid referring the product name in the article title, since the way the collections are configured in our environment, it’s already implied the article is related to the product. Thank you!

We are just getting started on FinAI. When nobody is marked as available, but a user selects “talk to a person”, we’d like to train it to tell the user that nobody is here right now and we’ll get back to them soon.  I have given FinAI guidance in the Communication Guidance and Handover & Escalation sections, but it doesn’t give the answer I trained it to give, and our users are left hanging with the expectation that a live agent will be with them soon.  How do I train it to give specific information to a user to let them know we aren’t available right now and to leave their info?  Or is there a way to automatically turn off “talk to a person” if nobody is marked available?

Hi,We’re trying to create a FIN AI agent for user interaction on our product support. We want to achieve the following - Create a ticket in Intercom and mark it as auto-closed if the person’s issue is resolved already. If the issue is not resolved, ask the person about his/her location and phone/email. After a ticket gets created and our agent is about to close, it should have the ability to pick and choose options for closure, like via phone, via text, via video.

Hey Community,We have been using FinAI for a while now and it has been great so far.I need this little adjustment but I cant seem to find my way through. I wouldn’t want Fin to say this ‘I have ingested your content, you can give me a spin! Just type any question your customers might have. Don't be shy, I love a good chat!’I cant seem to find how to turn this off.

I will have data of my customers on my website (e.g. hours played). I want FinBot to answer certain questions differently depending on this data. Is there any way to do this? 

Currently our customer support operations is very manual and we are growing. We’d like to implement AI automation that would both A) help answer customer questions but also B) help take common actions (refunds, issue credit, cancel subscriptions etc) -- initially after human review. We use Stripe and have our own API for our backoffice tools.My questions are: 1) can intercom handle off of this? And 2) If I want to find a consultant or expert to help us implement this, any recommendations?

Hey everyone!I’m curious to hear from other Fin users – what key metric are you focusing on to demonstrate Fin’s success to your organization? Personally, I’ve found that resolution rate isn’t always the best indicator since so many variables can impact it. For example, a customer might receive a perfect answer but still choose to speak to an agent, or Fin could close a conversation automatically due to spam, both of which can skew the resolution rate.I’m leaning toward deflection rate as a more telling metric – measuring the percentage of support handled by Fin versus what’s escalated to humans. But I realize this might be oversimplifying things. Would love to hear what others are tracking and why! 

I added a bunch of data from my database, but fin can’t answer a single question related to that.

Hi everyone,I’d love to get a conversation-type thread going! Is anyone using Fin actions and tasks in practice already?If so, it would be cool to share some best practice examples and your experiences, especially with technical and security aspects of connecting Fin and customer data to APIs.  

Hi - We want our users to be able to interact with Fin but not give certain domains the option to “Talk to a person”. Is it possible to configure this? We are open to turning this off for all customers for now, if we can’t turn it off for specific customers 

My company has three products. Each of them have their own knowledge center. Each customer conversation is tagged based on which app the user originated from. Fin doesn’t seem to be able to connect the dots that when a conversation is tagged with Product A, it should use the associated knowledge center. I have provided this instruction via the guidance section of the training system.Do you have suggestions about how I can get FIN to focus it’s answers based on a tag?

Will Fin ever have the ability to reply to a customer’s question with a screenshot or potentially a video? It is good at reviewing what we have and describing it but it would be very helpful to share the actual image (especially in a navigation question scenario).

Currently when syncing with Confluence, the only visible sources are those contained within ‘Pages’. Anything that’s in a folder or subfolder is hidden and so cannot be located and used for FIN or CoPilot. Is there a workaround for this that doesn’t mean we have to remove everything from the folders and have 1000 individual pages for our knowledge base? Has anyone found a workaround that isn’t too time consuming?